Where To Save Your Next Available Dollar
MODERNIST’S ASSET CLASS INVESTING PORTFOLIOS ARE STRATEGICALLY INVESTED WITH A FOCUS ON LONG-TERM PERFORMANCE OBJECTIVES. PORTFOLIO ALLOCATIONS AND INVESTMENTS ARE NOT ADJUSTED IN RESPONSE TO MARKET NEWS OR ECONOMIC EVENTS; HOWEVER, OUR INVESTMENT COMMITTEE EVALUATES AND REPORTS ON MARKET AND ECONOMIC CONDITIONS TO PROVIDE OUR INVESTORS WITH PERSPECTIVE AND TO PUT PORTFOLIO PERFORMANCE IN PROPER CONTEXT.
Want to gift without guilt this year? Spending tends to increase around the holidays, and it can be easier to embrace those budgetary demands with joy and peace of mind knowing that you have a savings plan and your savings goals have been met. To help tick that box, use this simple infographic to learn which savings vehicle – from company retirement plans and IRAs to HSAs and 529 accounts – should receive your next available dollar and in what order. After all, how effectively you save can be a significant factor in the success of your financial life plan.
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